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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,191 | $133,998-93.9% | $112,263-92.7% | $134,545-93.9% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -16.72% | 47.17%-63.9pp | 27.49%-44.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $2,037 | $4,040-49.6% | $3,636-44.0% | $4,742-57.0% |
| Participant deferral / active EE | $2,246 | $5,292-57.6% | $4,729-52.5% | $6,401-64.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |